Winter Holidays

Santa did not bring any gifts this past holiday season for Toys "R" Us, as the toy retailer reported a drop in same store sales.

Toys “R” Us said same store sales in the United States fell 5%. The company said gross margins, however, improved, especially in the U.S., after the company was more "disciplined" in its promotional offers and more "rational" in its pricing strategy.

New York -- Teen retailers had a “less dreadful” holiday selling season than was anticipated. That’s how analysts are tempering the news that banners such as American Eagle Outfitters, Aeropostale and Urban Outfitters posted stronger-than-expected holiday results, released by most on Thursday.

In fact, say industry watchers, the strong sales figures look pretty shiny because they are exaggerated by pre-season low expectations, which were dragged down by fears of aggressive discounting and waning mall traffic.

San Jose, Calif. -- Despite some surprising showings over the holiday 2014 shopping season, a report by RetailNext said that overall traffic at brick-and-mortar stores dipped 7.1% for the Nov. 30-Jan. 3 shopping period.

The newly released Retail Performance Pulse also showed a 6.5% year-over-year decrease in sales.

Minneapolis – Target Corp. enjoyed many digital returns during the 2014 holiday season, as the retailer broke seasonal digital sales records. Target.com sales on the all-important Black Friday and Cyber Monday shopping days were up 40% from 2013.

Plano, Texas – It will not be a happy New Year for employees of some 40 J.C. Penney stores. The company on Thursday said that it plans to close approximately 40 stores, which represent less than 4% of its total store base, on or about April 4, 2015. The closures will affect about 2,250 employees.

Hamilton, Bermuda – Signet Jewelers Ltd. had a sparkly holiday season. The retailer’s eight-week fiscal 2015 holiday season sales grew 3.6%.

Signet's omnichannel strategy was successful during the holiday season. E-commerce sales increased 90.9%, and, excluding the Zale division, increased 20%. As a percent of Signet's holiday season's total sales, e-commerce increased 1.6%. Each division delivered higher e-commerce growth and penetration relative to total sales.

New York – Barnes & Noble Inc. saw a sharp decline in holiday sales in its Nook e-reader division, even as its retail segment showed small improvement. The Nook segment (including digital content, devices and accessories), had sales of $56 million for the nine-week holiday period, decreasing 55% as compared to a year ago.

New York – Aeropostale did not deliver strong holiday sales in 2014. Total net sales for the nine-week period ended Jan. 3, 2015 decreased 11% to $507.8 million, down 11% from $572 million in the 2013 holiday season

Same-store sales, including the e-commerce channel, decreased 9%. The company said profit margins during the holiday period were higher than expected and same-store sales were within original guidance for the quarter.
 

San Francisco – In-store sales mostly showed small improvements in December 2014 compared to the prior year. According to the latest U.S. Retail Benchmarks report from in-store analytics provider Euclid, there was 0.6% year-over-year growth in general merchandise, apparel, furniture and other retail sales and a 1.2% increase in clothing and apparel sales, but a 1.5% decline in general merchandise sales.

Here are some of Euclid’s other top findings in its December report around shopper behavior metrics:

Dollar Tree and Dollar General shareholders may be wondering why the boards of their respective companies are so intent on acquiring Family Dollar after seeing the takeover target’s first quarter results.